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ICICI Prudential MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
ICICI Prudential MidCap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6492 Cr | ₹5043 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Oct 2004 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 73% | 69.98% |
| Expense Ratio | 1.9 | 1.87 |
| Manager | Sharmila D'mello | Satish Chandra Mishra |
| ISIN Code | INF109K01AN2 | INF277K01626 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 1.12% | -0.25% |
| 6 Month | 22.68% | 14.46% |
| 1 Year | 1.52% | -2.41% |
| 3 Year | 22.57% | 21.53% |
| 5 Year | 26.84% | 24.11% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.39% | 2.11% |
| 1 Year | 19.53% | 11.59% |
| 3 Year | 21.23% | 16.99% |
| 5 Year | 20.68% | 18.26% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.38% | 16.23% |
| 3 Year | 15.59% | 17.31% |
| 5 Year | 15.96% | 17.35% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 13.05% |
| Sharp | 0.91% | 0.96% |
| Beta | 0.98% | 0.9% |
| Alpha | -1.09% | -0.61% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Satish Chandra Mishra |
| Total AUM | ₹354743 Cr | ₹13117 Cr |
| Funds Managed | 35 | 5 |
| ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 5.4 | 6.45 |
| Mid Cap | 71.82 | 69.73 |
| Small Cap | 15.4 | 15.23 |
| Large Cap | 7.38 | 8.59 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.78 | 5.38 |
| Industrials | 22.39 | 19.23 |
| Financial Services | 18.53 | 16.5 |
| Basic Materials | 27 | 12.67 |
| Communication Services | 10.67 | 3.3 |
| Healthcare | 1.61 | 14.31 |
| Consumer Cyclical | 11.12 | 13.97 |
| Real Estate | 6.39 | 3.86 |
| Technology | 0.39 | 5.13 |
| Utilities | 0.13 | 2 |
| Energy | - | 1.37 |
| Consumer Defensive | - | 2.28 |
Top Comparisons
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